News and Announcements
Folkestone Maxim A-REIT Securities Fund July 2016 Monthly Report
- Published August 11, 2016 12:11PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Monthly Report
July 2016
Over the 12 month period ended 31 July 2016, the Fund returned +26.25% (after fees, before tax), outperforming the Benchmark return of +24.23% by +2.02%.
The July 2016 Monthly Report provides a snapshot of the Fund and the A-REIT sector’s performance.
Atchinson Consultants Reconfirms Recommended Rating
August 2016
Atchison Consultants has reconfirmed its Recommended rating in its annual review of the Folkestone Maxim A-REIT Securities Fund.
Key strengths identified by Atchison Consultants included:
- Experienced investment team with successful track record of managing
A-REIT Funds. - A strong qualitative approach to investing with a distinct focus on management capability and behaviours.
- Sustainable long term performance has continued in the past twelve months reflecting adherence to their investment philosophy.
- High profile provides quality access at Board and management level within investable universe.
The Folkestone Maxim A-REIT Securities Fund is a high conviction, actively managed fund, that gives investors exposure to a mix of quality listed A-REITs that own assets across the retail, residential, commercial, industrial and real estate related social infrastructure sectors.
- Investment Expertise
- Exposure to Listed Real Estate
- High Conviction, Active Strategy
- Daily Liquidity
- Quarterly Distributions
- Strategic Capacity Limit
Company Updates
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
The Best of Both Worlds: How Omnique Fund is Rewiring Real World Assets via Tokenisation
For decades, the playbook for Australia’s wholesale investors has remained relatively unchanged: pick between the slow-moving, illiquid reliability of tangible assets like property and gold, or chase the frictionless, high-velocity liquidity of public equity and digital markets. But as macroeconomic volatility spikes and a structural housing deficit reshapes private debt demand, sophisticated investors are demanding […]
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